Naomi S. Roberts

YARGER WEALTH STRATEGIES

Westerville, OH 43081

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CRD#: 4181708

Professional summary

Naomi Sue Roberts, who also goes by Naomi Sue Barr, Naomi Sue Ejbeh, Naomi Sue Ejbeh-agby, Naomi Sue Roberts-tener, Naomi Sue Tener, is a registered financial advisor currently at YARGER WEALTH STRATEGIES, LLC located in Westerville, Ohio.

Naomi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Naomi has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Naomi Sue Barr | Naomi Sue Ejbeh | Naomi Sue Ejbeh-Agby | Naomi Sue Roberts-Tener | Naomi Sue Tener

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Naomi Sue Roberts's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 1, 2020 - Present

YARGER WEALTH STRATEGIES, LLC

Office #1: 140 Dorchester Square S. Suite B, Westerville, OH 43081

RIA

CRD#: 310207

Westerville, OH

Past

July 2, 2014 - October 12, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

WESTERVILLE, OH

Past

June 30, 2014 - October 12, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WESTERVILLE, OH

Past

May 16, 2013 - May 29, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

ANN ARBOR, MI

Past

May 14, 2013 - May 29, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

ANN ARBOR, MI

Past

May 19, 2011 - January 31, 2013

FREEDOM ONE INVESTMENT ADVISORS, INC.

RIA

CRD#: 107627

CLARKSTON, MI

Past

May 17, 2011 - October 4, 2011

SENTINEL SECURITIES, LLC.

CRD#: 110942

CLARKSTON, MI

Past

January 2, 2009 - May 21, 2009

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SAINT PETERSBURG, FL

Past

April 23, 2008 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

WESTERVILLE, OH

Past

April 21, 2008 - May 21, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WESTERVILLE, OH

Past

February 2, 2006 - April 25, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

COLUMBUS, OH

Past

August 15, 2001 - April 25, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

COLUMBUS, OH

Past

December 7, 2000 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

YARGER WEALTH STRATEGIES, LLC

YARGER WEALTH MANAGEMENT | YARGER WEALTH STRATEGIES, LLC

CRD#: 310207 / SEC#: 801-119409

RIA

Registered Investment Advisory firm - (9/9/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/11/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/24/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/6/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 9

Date: 3/22/2001

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 3/16/2001

General Securities Sales Supervisor - General Module Examination

Current Firm

YARGER WEALTH STRATEGIES, LLC

YARGER WEALTH MANAGEMENT | YARGER WEALTH STRATEGIES, LLC

CRD#: 310207 / SEC#: 801-119409

RIA

Registered Investment Advisory firm - (9/9/2020 Approved)

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Contact information

Main Address

140 Dorchester Square S. Suite B, Westerville, OH 43081

Mailing Address

Phone number

(614) 882-2954

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

YARGER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (7/15/2025)

Regulatory assets under management

Total Number of Accounts	671
AUM (Assets Under Management)	$ 470,930,540

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Naomi S. Roberts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Naomi Sue Roberts's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

FREEDOM ONE INVESTMENT ADVISORS, INC.

SENTINEL SECURITIES, LLC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

YARGER WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2006

Series 63

Date: 2/24/2001

SIE

Date: 10/1/2018

Series 7

Date: 3/19/2001

Series 6

Date: 12/6/2000

Series 9

Date: 3/22/2001

Series 10

Date: 3/16/2001

Current Firm

YARGER WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

YARGER WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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